Astra Wealth Management

Borivili, Mumbai 14 Sep 2020 www.astrawealth.com

Job Title

Relationship Manager

Job City

Borivili, Mumbai

Company Profile

We are a financial management company based in Mumbai with a rich experience of more than a decade in research, consultancy & financial advisory to make a difference in the life of our precious clients. We are with our clients in there journey of wealth creation, to watch their hard earned money grow into wealth.

Job Profile & Responsibilities

• The candidate will have to stay in touch with client as their relationship manager and a one point contact.
• The candidate will handle client’s all queries and address their financial planning / portfolio related queries.
• The candidate will do clients portfolio reviews / financial goals reviews and financial planning.
• The candidate will guide and advice the client on mutual funds, life insurance, health insurance & taxation.
• The candidate should be able to pitch Financial Planning / Goals Planning and other services to new leads and convert them.

Prefered Qualifications

• BBA / BMS / Graduation or equivalent combination of education and experience

Desired Candidate Profile

• Proactive orientation towards client support services, with empathy and helpfulness
• Good communications and interpersonal skills
• Demonstrable expertise on MS Office applications or equivalents
• Highly attentive to details with willingness to learn and innovate
• Strong time-management and planning skills; with multi-tasking and problem solving abilities • Candidate from nearby areas preferred.

Additional Details

Any education related to Wealth Management Industry like CFP, CWM will be an added advantage

Salary Range

From - 20,000/- To 30,000/- per month.

How to Apply

mab@astrawealth.com